We’re coming off one of the worst Julys in recent history for semis stocks. The SOX dropped roughly 24% from late June highs, and it was the sharpest drawdown since 2022. Thankfully, the last week happened, with amazing earnings for companies such as:
, which went up 50% after hours,
gained 13%, and
added 17%.
Capex guidance was raised by Amazon, Microsoft, Meta and TSMC and then we finally caught a bid.
This week is one the biggest earnings week of the quarter, and we picked out 7 names that we think every investor should be watching that could possible make for good earnings trades. For each stock, we’ve listed what to look for, and what numbers are the most important. Per usual, paid subscribers can see which of these stocks our authors might swing trade in the VIP Discord.
Before we begin, this Substack is for informational and entertainment purposes only and does not constitute financial advice. Past performance is not indicative of future results. Never invest more than you can afford to lose. Our writers may hold positions in the securities discussed and may buy or sell them at any time without notice.
Comments
Nothing yet. Say the first thing.
Sign in to join the conversation.